Morningstar Direct / Wealth Platform
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Overview
Tagline Brand's website · 2026-10-04
Integration of Morningstar’s proprietary, industry-standard qualitative and quantitative fund research directly into the portfolio construction workflow.
Description Brand's website · 2026-10-04
Morningstar Direct is an institutional investment research platform that provides data and analytics on a wide array of global investments. The Morningstar Wealth Platform is an integrated suite for wealth managers that combines these research capabilities with portfolio management, rebalancing, and practice management tools.
Offerings
Core capabilities Brand's website · 2026-10-04
- Morningstar Direct
- Morningstar Wealth Platform
- Morningstar Managed Portfolios (TAMP)
- Data Feeds.
Pricing Brand's website · 2026-10-04
Enterprise/Custom (typically annual subscription per user)
Audience
Target industry Brand's website · 2026-10-04
Asset Managers, Wealth Management Firms, RIAs, Institutional Consultants.
Landscape
Competitors Brand's website · 2026-10-04
- Bloomberg Terminal
- FactSet Wealth Management
- Envestnet
- Mercer Insight
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Claim Morningstar Direct / Wealth Platform — free →Page last updated 2026-10-17.